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Sage Mountain Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Sage Mountain Advisors’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.09M Hold
21,487
– – 0.15% 64
2025
Q4 		$2.06M Hold
21,487
– – 0.11% 100
2025
Q3 		$2.01M Sell
21,487
-15,709
-42% -$1.43M 0.12% 95
2025
Q2 		$3.32M Sell
37,196
-2,235
-6% -$191K 0.22% 58
2025
Q1 		$3.22M Sell
39,431
-7,404
-16% -$597K 0.24% 55
2024
Q4 		$3.54M Buy
46,835
+7,095
+18% +$562K 0.26% 50
2024
Q3 		$3.32M Sell
39,740
-35
-0.1% -$2.82K 0.28% 46
2024
Q2 		$3.12M Hold
39,775
– – 0.29% 46
2024
Q1 		$3.18M Sell
39,775
-70
-0.2% -$5.35K 0.33% 43
2023
Q4 		$3M Buy
39,845
+9,155
+30% +$647K 0.35% 44
2023
Q3 		$2.12M Hold
30,690
– – 0.29% 47
2023
Q2 		$2.23M Buy
30,690
+4,830
+19% +$351K 0.32% 44
2023
Q1 		$1.85M Buy
25,860
+3,320
+15% +$232K 0.3% 44
2022
Q4 		$1.48M Buy
22,540
+2,480
+12% +$155K 0.34% 29
2022
Q3 		$1.12M Buy
20,060
+3,838
+24% +$239K 0.3% 32
2022
Q2 		$1.01M Buy
16,222
+764
+5% +$52K 0.18% 86
2022
Q1 		$1.14M Sell
15,458
-1,571
-9% -$117K 0.18% 92
2021
Q4 		$1.34M Buy
17,029
+25
+0.1% +$1.98K 0.16% 100
2021
Q3 		$1.33M Buy
17,004
+40
+0.2% +$3.2K 0.19% 92
2021
Q2 		$1.34M Buy
16,964
+3,400
+25% +$270K 0.22% 75
2021
Q1 		$1.03M Buy
+13,564
New +$1.02M 0.22% 74

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sage Mountain Advisors's EFA Position: Q1 2026 in Review

Sage Mountain Advisors held its iShares MSCI EAFE ETF (EFA) position steady in Q1 2026 at 21,487 shares worth $2.09M. The position accounts for 0.15% of the portfolio, ranked #64.

Sage Mountain Advisors first reported a position in EFA in Q1 2021 and has held it in 21 quarters since. The position peaked at $3.54M in Q4 2024. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Sage Mountain Advisors held 21,487 shares of iShares MSCI EAFE ETF worth $2.09M as of Q1 2026.
  • Sage Mountain Advisors left its iShares MSCI EAFE ETF share count unchanged in Q1 2026.
  • iShares MSCI EAFE ETF made up 0.15% of Sage Mountain Advisors's portfolio in Q1 2026, its #64 holding.
  • Sage Mountain Advisors first reported a position in iShares MSCI EAFE ETF in Q1 2021 and has held it in 21 quarters since.
  • Sage Mountain Advisors's iShares MSCI EAFE ETF position peaked at $3.54M in Q4 2024.
  • 2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.